Filed April 4, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $94,134 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,909 | $50,815+23.8% | $155,509-59.5% | $77,643-19.0% |
| Participation rate | 97.8% | 63.1%+34.7pp | 78.2%+19.6pp | 70.6%+27.2pp |
| Annual return | 13.00% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,475 | $1,993-26.0% | $4,672-68.4% | $2,726-45.9% |
| Participant deferral / active EE | $4,248 | $2,822+50.5% | $5,626-24.5% | $4,647-8.6% |
| Admin fee / account holder | $81 | $437-81.4% | $15,912-99.5% | $430-81.1% |